EPAYPOLICY INTEGRATES WITH
InsurLink Payments Powered By Vertafore
Why activate InsurLink Payments?
Once InsurLink Payments is active, your clients can pay agency bill polices electronically through your client portal. InsurLink Payments creates an important client touchpoint that is safe, secure, and most importantly convenient.
InsurLink Payments dramatically reduces the operational friction of routine servicing and payment processing, allowing you to speed up receivables and bind business faster.
Frequently Asked Questions
Currently users of AMS360 and Sagitta can access InsurLink and the new payment processing feature.
To set up this integration you will need to switch from your basic payment page subscription to an AMS360 or Sagitta integration payment page subscription, there are no additional setup costs for InsurLink Payments.
Once the questionnaire has been received our support team will be able to activate your integration within 1 - 2 business days.
Yes, you can deactivate the InsurLink Payments integration if needed and still keep your other Vertafore integration payment page.
All agency bill invoices that are in your management system will automatically appear in InsurLink.
No - you can hide the Policy tab from your end-insured users and show them only the Billing Summary tab.
For AMS360 users an activity and suspense will automatically be created and a .csv file will be provided that can generate cash receipts. For Sagitta users a cash receipt will automatically be created.
Current ePayPolicy User?
3 Step Activation Process
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